LFG

LifePlan Financial Group Portfolio holdings

AUM $232M
1-Year Est. Return 8.43%
This Quarter Est. Return
1 Year Est. Return
+8.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$7.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Sector Composition

1 Utilities 2.04%
2 Financials 1.61%
3 Consumer Staples 1.54%
4 Industrials 1.17%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$1K ﹤0.01%
57
502
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100
503
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67
504
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3
505
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7
506
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14
-27
507
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33
508
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60
509
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510
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78
511
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22
512
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10
-10
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12
-1
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$1K ﹤0.01%
62
515
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25
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8
517
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518
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46
519
$0 ﹤0.01%
2
520
-375
521
-417
522
-980
523
-433
524
-100
525
$0 ﹤0.01%
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